Changing contacts for a case

Note: In a CDR Billing environment, depending on the account type, making a different contact the responsible account holder can also change the billing account associated with the case. If you're using application-based accounts, changing the responsible account holder will change the contact information on the associated account.

See Changing an application's billing account.

  1. Open the correct case in the InfoViewer.
  2. Click Action and select Change Contacts.
  3. To add a contact, click Add above the grid. Then specify the contact information and click Save.
  4. To edit an existing contact, enable editing in the grid and change the contact information as required.
  5. To remove a contact from the case, delete the contact from the grid.
  6. Click Finish.